Company History

Planmar Financial Corp is an independent financial planning and investment organization which provides personalized service and professional expertise to thousands of individual and small businesses.

Founded in 1987, we will help you determine where you are today, where you want to be tomorrow, and work out the most efficient way to get there.

We are truly independent. We have no bias to any particular investment firm or product. We will access the world’s best money managers to develop a customized financial plan made specifically with your goals and objectives in mind.

Our clients are always given personal attention. When you call or visit our office you will be greeted by one of our friendly, professional staff and not a machine. We look forward to meeting with you to better your financial well being.

Wealth Building

A comprehensive Financial Plan will encompass all aspects of your financial life. The plan's purpose is to assist you in maximizing the use of your available financial resources to assist you in achieving your specific goals.